Wind fall tax and price cap threats
1 Like
There are a bunch of companies that have been benefiting from government subsidises and making hay while the sun shines (ok, bad joke) with the massive increases in wholesale energy prices. Many countries including the U.K. are looking at legislation to cap prices. Need to look at specifics as this does not apply to all generators.
3 Likes
It has gone from being 10% over nav to 10% under since 22nd September
2 Likes
It’s pretty interesting seeing both Trig and UKW struggling a bit recently. I no longer hold shares in either, but I thought they would outperform the broader market, shows you what I know!
6 Likes
This is exactly what you would expect when interest rates start to go up, bond yields change and caps are in the offing. On top of that look at the horrendous management take. There are better places to put your money.
3 Likes
We’ve been discussing this on the other trust threads. Someone with more time than me would look at all the renewable trusts’ price fixes for the next year forecasts beyond 2025, revenue mix, current cost of capital (and sensitivities of it) and the discount to NAV to find a relative bargain that’s been thrown out with the bath water right now.
That’s far too many residency tick boxes for me though 
1 Like
This is why I really don’t like government subsidies and market manipulation. Let’s hope companies didn’t start building their future on the expectation of government intervention
2 Likes
An unstable UK government with no plan, constant u-turns on bad decisions and most importantly, no stability for companies to work with is the problem here. The tory destruction of the uk economy continues unabated. Just look at the outflows from uk funds and trusts over the last few years and accelerating. Market confidence in the uk govt has gone.
9 Likes
1 Like
Has anyone received their 31st March dividends as of yet?
Not yet.
Phew. I have an ongoing ISA transfer going on and thought it was lost somewhere.
Just using my payments as a benchmark dividends seem to drop 3 days after payment day currently.
6th day after today, so guess they have a large backlog!
Sorry I meant 3 working days trig was due Friday so I would expect it today.
1 Like
Just got my trig divided
3 Likes
I have money in my account now, but no confirmation. Waiting on a few to come in, so gonna assume this ine is TRIG.
Email dropped 11.45
1 Like
Agree re uk government absolute mess
Is trig a complex investment? Just had a email from freetrade and apparently I can’t buy anymore until I have passed the complex investment test.
3 Likes